P-Card Security

Security

Typical security allows users to access P-Card reconciliation pages:

• APPCEZ

• APPCRC

• APPCTR

The pages only display records where the logged-in user is assigned as the primary Reconciler ID or one of three Back-Up IDs.

Reconciler IDs are assigned on the APPCCR page.

Restricted Access

After a P-Card transaction is approved, security may block users from updating the P-Card transaction. Use the Workflow setting on the activity process to restrict access.

To use this feature, each activity should be established with the restricted access settings. The reconciler or creator of the instance should be the first approver in the model. Other approvers may follow the same methodology, where they have access to change the record up until the time they approve the record, at which time restricted access is applied.

Security should be defined where if the Approval Flag = Y and the status = VA, then a user may not update the record.